tell us your thinking? >> well, small oil companies get bought out by big oil companies in places leak the marceleste shale are you seeing land prices rise in these places so if you are a small oil company or natural gatt company, buy land, buy some rigs, maybe get bought out by a big player. >> susie: we have less than a minute. let's go over the losers list. you mentioned there could be downside to fracking. you also talk about alternative energy companies could suffer. and defense contractors, you can give us a quick answer on that? >> well, it's difficult. when oil prices go up it's good for nuclear and solar and clean energy players. but when they go down which would happen if you get a lot more production in the u.s. it's bad for those players because people tend to go back to oil and using oil. as for the defense contractors, we're to the going to have to spend some of defending the middle east because we will not need those resources so much because we have it at home. >> you gave use lot of interes